David Friedberg

Sax, have you done it yet?

The question and answer modality.

I think what's interesting is that if I said to you, hey, there's going to be an AI personal assistant, you would have some point of view in your mind on what that means.

It's like, oh, it can change my calendar, tell me about my travel, read my email for me, summarize that kind of stuff.

But what I think people don't realize, it's almost like the first time you use FSD in your Tesla or the first time you used an iPhone, you realize that it's so much more, that it widens the aperture of what's possible, that it's not just the assistant in the way that you might otherwise be thinking about it, but it's like this super worker.

And the super worker, like to J. Cal's point, it does both scheduling, calendaring, ideation, knowledge work, creates new code, creates CRM tools, books your travel, it does everything.

And then if you start thinking about having an army of super workers, you're like, oh my God, what's possible?

And now think about what Elon's doing.

Yesterday, Elon shut down the Model S and Model X production lines in Fremont.

And by the way, a year ago, I'd never owned a Tesla.

And I was so blown away with FSD that in the last week, we bought two more Model Xs.

So now everyone in my family, we're all on Tesla because the experience is so good.

But they're shutting down the Model S, Model X lines to make Optimus.

So if you've got the same thing that J-Cal's talking about and experiencing, but you've actually got it in physical form in addition to digital form, that's the future where everyone has a super workforce and you put two optimists in your garage and they build and run a business for you.

And then everyone becomes an entrepreneur.

Wait, what is Kimmy K2?

When we'll be running Kimmy?

We're not even talking about a lot of the architectural changes that are happening that we've talked about in the past.

There are papers that indicate we could probably go down by 70 to 100x in terms of compute need.

in how the model actually runs.